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1IA

1620 Investment Advisors Portfolio holdings

AUM $161M
1-Year Est. Return 30.15%
This Fund
S&P 500
This Quarter Est. Return
+4.32%
1 Year Est. Return
+30.15%
3 Year Est. Return
+68.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$148M
AUM Growth
-$2.19M
Cap. Flow
-$6.04M
Cap. Flow %
-4.08%
Top 10 Hldgs %
21.7%
Holding
675
New
28
Increased
156
Reduced
149
Closed
17

Top Buys

Rank Stock Value
1
SWK icon
Stanley Black & Decker
SWK
+$299K
2
WDAY icon
Workday
WDAY
+$193K
3
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$186K
4
TTD icon
Trade Desk
TTD
+$118K
5
YOU icon
Clear Secure
YOU
+$110K

Top Sells

Rank Stock Value
1
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$2.95M
2
POWL icon
Powell Industries
POWL
+$686K
3
GLW icon
Corning
GLW
+$568K
4
MDT icon
Medtronic
MDT
+$498K
5
AES icon
AES
AES
+$491K

Sector Composition

Rank Sector Weight
1 Technology 13.42%
2 Financials 10.34%
3 Healthcare 8.53%
4 Consumer Discretionary 7.48%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USB icon
426
US Bancorp
USB
$99.9B
$14.1K 0.01%
270
-150
-36% -$8.24K
AMPH icon
427
Amphastar Pharmaceuticals
AMPH
$908M
$14.1K 0.01%
718
– –
NUE icon
428
Nucor
NUE
$62.7B
$13.9K 0.01%
82
– –
STLD icon
429
Steel Dynamics
STLD
$38.2B
$13.9K 0.01%
77
– –
AVY icon
430
Avery Dennison
AVY
$13.3B
$13.8K 0.01%
80
-60
-43% -$11K
AVEM icon
431
Avantis Emerging Markets Equity ETF
AVEM
$26.4B
$13.7K 0.01%
170
– –
FWRG icon
432
First Watch Restaurant Group
FWRG
$745M
$13.6K 0.01%
1,302
-3,145
-71% -$45.4K
ALK icon
433
Alaska Air
ALK
$5.38B
$13.6K 0.01%
370
-5
-1% -$241
BTCO icon
434
Invesco Galaxy Bitcoin ETF
BTCO
$432M
$13.5K 0.01%
200
-85
-30% -$6.46K
UL icon
435
Unilever
UL
$134B
$13.3K 0.01%
234
-250
-52% -$16.8K
ETH
436
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.73B
$13.2K 0.01%
775
-150
-16% -$3.4K
WTM icon
437
White Mountains Insurance
WTM
$5.17B
$13.2K 0.01%
6
– –
MEGI
438
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$793M
$12.9K 0.01%
875
– –
XLU icon
439
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$12.8K 0.01%
280
– –
EBND icon
440
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$12.8K 0.01%
620
– –
OLED icon
441
Universal Display
OLED
$4.12B
$12.7K 0.01%
139
-3
-2% -$332
ISRG icon
442
Intuitive Surgical
ISRG
$136B
$12.6K 0.01%
27
-7
-21% -$3.54K
SPHQ icon
443
Invesco S&P 500 Quality ETF
SPHQ
$19.8B
$12.5K 0.01%
+166
New +$12.9K
MINT icon
444
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$12.5K 0.01%
124
– –
VNLA icon
445
Janus Henderson Short Duration Income ETF
VNLA
$3.35B
$12.5K 0.01%
255
– –
MLPX icon
446
Global X MLP & Energy Infrastructure ETF
MLPX
$3.5B
$12.3K 0.01%
167
– –
B
447
Barrick Mining
B
$66.9B
$12.2K 0.01%
300
– –
VITL icon
448
Vital Farms
VITL
$507M
$12.2K 0.01%
863
– –
CEF icon
449
Sprott Physical Gold and Silver Trust
CEF
$8.04B
$12.2K 0.01%
255
– –
CMC icon
450
Commercial Metals
CMC
$8.2B
$12.2K 0.01%
198
– –
16 17
18
19 20

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CCW
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FC
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GPA
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SWMG
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FPWM
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LIM
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RCWM
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AXA
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1620 Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, 1620 Investment Advisors held 675 positions worth $148M, down 1.5% from $150M the previous quarter. Its ten largest holdings account for 22% of the portfolio.

1620 Investment Advisors withdrew a net $6.04M in Q1 2026, closing 17 positions and reducing 149 holdings. Its most notable exit was Avantis Emerging Markets Value ETF, an estimated $2.95M position sold in full.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 13% a quarter earlier, followed by Financials and Healthcare.

Against the trend, 1620 Investment Advisors opened a new position in Stanley Black & Decker worth $265K.

  • 1620 Investment Advisors's largest Q1 2026 buy was Stanley Black & Decker: 3,728 shares worth $265K.
  • 1620 Investment Advisors added most to Workday in Q1 2026, an estimated $193K increase.
  • 1620 Investment Advisors's biggest Q1 2026 reduction was Powell Industries, cutting an estimated $686K.
  • 1620 Investment Advisors fully exited Avantis Emerging Markets Value ETF in Q1 2026, selling an estimated $2.95M.
  • 1620 Investment Advisors's ten largest holdings make up 22% of its $148M portfolio in Q1 2026.
  • 1620 Investment Advisors opened 28 new positions and closed 17 in Q1 2026.
  • 1620 Investment Advisors's portfolio value fell 1.5% quarter-over-quarter to $148M.

Based on 1620 Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.